My journey to 3D Investing
My 3D investing career really started in 1991 when I became an independent financial adviser, entirely focused on ethical investments. This stood me in good stead to learn what motivated clients and how their needs could best be met. 13 years later I sold my client bank of over 1000 to concentrate on developing a specialist portfolio management service in conjunction with King & Shaxson, a boutique investment firm. The motivation was always to offer something a bit more ethical, a bit more engaging and a bit truer to the values I hold. This has developed further in 3D Investing, a suite of services to enable a range of asset managers and advisers to offer distinctive portfolios for their socially motivated clients.